Overview of the Different Reports you can Print from the File Drop-Down Menu (or the [Reports] Button) in the Voters-Donors List

This documents’ purpose is to provide a way of deciding which build-in report will best suit your needs. There are a variety of pre-programmed reports inTrail Blazerthat serve different purposes (i.e. walk lists, fundraising reports, call book reports, etc.).

This kb also includes brief details about what each report provides along with screenshots of the configuration steps, and examples of the end results.

There are two ways to access the built-in reports, these are shown in screenshots below:

Option No1 – File > Reporting > Reports Preview…

Option No2 – Click the [Reports] button in the lower-right of the Donor/Voter (Contacts) list

Both options will bring up this menu:

Important:If you want to see a print preview of the report prior to print you’ll need to use option #1 (via the File Menu > Print Preview).

Tip:Use the Ctrl+F hot key to jump to different sections of this article (example: “#1”, “#2” or “Related Resources”.

Outline

#1Simple List

#2List with User Fields

#3List with Notes

#4Simple Volunteer List

#5Volunteer List

#6Fundraising List

#7Labels (Use Avery 5160)

#8Labels (Use Avery 5160)/Nick Name Option

#9Labels Name built list-Combined House or by last name and address (Use Avery 5160)

#10Labels Household and Envelope Name (Use Avery 5160)

#11Name Badge – First + Last Names + Employer (Use Avery 5392)

#12Name Badge – First + Last Names (Use Avery 5392)

#13Walk List, Selectable Format

#14Walk List, Voter History

#15Related Resources

#1 – Simple List

The Simple List option will sort by street address. First by house numbers so all the same house numbers on different streets sort the same.

Img 1 of 2 – Selecting the Simple List Option

Img 2 of 2 – Example Print Preview

#2 – List with User Fields

If you utilizeuser fieldsin your database to track custom data points (e.g. graduation year), this is a good report for you. It will print a small amount of information on the contacts in the list such as their name, address, and contact info, along with the user fields you select to print out.

The List with Notes report will print out whatever text is in the ‘Notes’ tab of a contact record card:

Img 1 of 3 – Selecting the List with Notes Report

Img 2 of 3 – Configuring your Options

Img 3 of 3 – Example List with Notes Report

#4 – Simple Volunteer List

This report will print outattributesunder the volunteer folder (*requires you have a volunteer folder created).

Img 1 of 3 – Example of Where the Report Pulls Attributes from

Img 2 of 3 – Selecting the Simple Volunteer List Report

Img 3 of 3 – Example Print Preview of the Simple Volunteer List

#5 – Volunteer List

The Volunteer List report is essentially the same as the Simple Volunteer List with minor changes to the UI (user interface) on the final printout.

Img 1 of 2 – Selecting the Volunteer List Report

Img 2 of 2 – Example Print Preview of the Volunteer List

#6 – Fundraising List

The Fundraising List report is very useful for providing a quick snapshot of each donors giving history in the list youqueriedfor. It will provide the date and time of each donation.

Img 1 of 3 – Selecting the Fundraising List Report

Img 2 of 3 – Configuring the Report

Img 3 of 3 – Example Print Preview of the Fundraising List Report

#7 – Labels (Use Avery 5160)

This “Report” isn’t really a report but is how you print mailing labels using the Avery 5160 mailing labels. If you don’t have this type of label paper you’ll need toexportthe list and run the mail-merge through something likeMicrosoft Word. This option will print the contact’s first name, last name, and their home address.

This report is used for door-to-door canvassers for political campaigns to use on their paperwalk lists. It requires youadd in the attributecolumns (walk list questions) into the grid viaformattingprior to running the report. It will also require that you remove unnecessary columns, and widen the columns so the walk list prints out correctly onto paper.